Create entitlements in Software Asset Management classic

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：6分

    • Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.

    始める前に

    Role required: sam_user

    このタスクについて

    These instructions are for manually creating software entitlements or maintenance entitlements one at a time. If you already have software entitlements recorded in a spreadsheet, you can import them.

    To automate the process of creating a software entitlement, specify a publisher part number in the software entitlement form. Based on the publisher part number, the software model, metric group, agreement type, and software lifecycle data (if it exists) automatically appears in the form.

    To better manage your existing entitlements, you can edit certain fields in entitlements. You can edit fields such as Purchased rights, Software model, License type, Number of packs, and Publisher part number. Entitlements that have related entitlements, upgrade history, entitlement history, or upgraded entitlement are not editable.
    注:
    Microsoft reserve entitlements and source entitlements are not editable.

    If you installed SaaS License Management, a software model is generated automatically after you create an integration profile. Create an entitlement for the software model to track software used against software owned. For more information about tracking SaaS licenses and usage, see Viewing your SaaS and SSO subscriptions.

    If you installed the SAP publisher pack, see Record software rights for SAP.

    If you installed the Citrix publisher pack, see Record software rights for Citrix

    手順

    1. Navigate to All > Software Asset > Licensing > Software Entitlements.
    2. Select New.
    3. On the form, fill in the fields to record your license information.
      For detailed descriptions of the fields, see Software entitlement fields.
    4. Right-click the form header and select Save.
      Saving the form instead of submitting keeps you on the entitlement record so you can perform additional configuration.
    5. To specify users and devices that have software rights allocated to them, select the User Allocations or Device Allocations section.
      The Device Allocations section is not visible for the IBM Resource Value Unit (RVU) license metric. The Resource Value Unit (RVU) license metric is licensed at the product level and so rights are not used by individual devices. When you upgrade from a prior release, that had device allocations, to the Australia release, the existing device relocations are removed.
    6. To track your software downgrade rights, select the Downgrade Rights related list and specify the version.
      Creating a new record allows you to set an entitlement to previous versions of software. For example, the purchase of Microsoft Office Professional Plus 2016 rights entitles you to Microsoft Office Professional Plus 2013 too).

      For more information, see Downgrade Rights.

    7. To track the cost of your software over its lifecycle, configure expense lines.
    8. To manage license keys, select the License Keys related list and specify which licenses keys are allocated to entitlements.
    9. To view the history of all maintenance entitlements that you have purchased, select the Entitlement History related list.
      For example, if you purchased two maintenance entitlements, M1 (which is now retired) and M2 (currently in use), the Entitlement History related link displays both M1 and M2.
    10. To view the history of the newly upgraded software model related to your entitlement and the previous software model, select the Upgrade History related list.
    11. Select Update.
      The entitlement is created and added to the entitlement list view.